Vice President, Custody Sales(District of Columbia, Maryland, Virginia Territory)

Fidelity Investments•DC Work From Home, DC

1d•$100,000 - $175,000•Onsite

About The Position

The Vice President, Custody Sales will develop new business relationships with RIAs and 'Breakaway' Advisors within Fidelity Institutional (FI) in the DMV region. The role involves cultivating opportunities to meet business objectives. Fidelity Institutional provides trading, custody, and brokerage services to Registered Investment Advisors, Trust Institutions, and Third Party Administrators, offering a comprehensive suite of products, services, innovative tools, research, a coordinated platform, and dedicated client service. Fidelity is transitioning to a full-time onsite working model. The base salary range for this position is $100,000 - $175,000 per year, with placement dependent on various factors. Base salary is part of a total compensation package that may include bonus or other variable compensation.

Requirements

Bachelor’s degree
10 plus years direct client and/or financial services experience in Sales or Relationship Management function
Direct experience in RIA, Custody or Brokerage industry
Ability to lead a complex sales cycle
Experience successfully supervising record with clients and prospects in face-to-face meetings, phone based relationships and via email
Proven quantifiable results (net flows, assets, revenue) working at a strategic level with RIAs and Advisors
Effective communication skills and an approach to proactively build client interactions
Series 7 and 63 registrations preferred

Nice To Haves

Series 7 and 63 registrations

Responsibilities

Develop new business relationships with RIAs and 'Breakaway' Advisors within FI in the DMV region.
Cultivate opportunities within the region to acquire business objectives.
Meet and exceed specified asset growth and new client goals in the assigned territory.
Understand and effectively communicate FI’s value proposition to prospects and centers of influence.
Partner with other Fidelity businesses to introduce a full line of Fidelity products, services, and capabilities to prospects.
Develop an understanding of the prospects business through profiling and resolve if FI’s products and services can add value.
Partner with Inside Sales, Business Development, and Implementation teams on lead generation activities and on-boarding of new relationships.
Understand and utilize pricing model for profitability.
Demonstrate deep domain expertise in the RIA business and Fidelity's competitors, including competitive intelligence about key competitors' product offerings and how our offering compares.